HFS
XLI icon

Horizon Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Horizon Financial Services’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.34M Sell
18,056
-201
-1% -$34.9K 1.28% 20
2026
Q1 		$2.95M Sell
18,257
-4,360
-19% -$732K 1.31% 22
2025
Q4 		$3.51M Sell
22,617
-3,336
-13% -$513K 1.6% 17
2025
Q3 		$4M Buy
25,953
+5,883
+29% +$891K 1.91% 14
2025
Q2 		$2.96M Buy
20,070
+4,787
+31% +$653K 1.57% 18
2025
Q1 		$2M Sell
15,283
-1,886
-11% -$255K 1.12% 27
2024
Q4 		$2.26M Buy
17,169
+3,775
+28% +$520K 1.27% 25
2024
Q3 		$1.81M Buy
13,394
+718
+6% +$91.3K 1.08% 25
2024
Q2 		$1.54M Buy
12,676
+4,015
+46% +$495K 0.98% 27
2024
Q1 		$1.09M Buy
8,661
+1,202
+16% +$141K 0.7% 27
2023
Q4 		$850K Buy
7,459
+1,322
+22% +$139K 0.6% 30
2023
Q3 		$622K Sell
6,137
-511
-8% -$54.7K 0.5% 33
2023
Q2 		$713K Sell
6,648
-12
-0.2% -$1.21K 0.58% 29
2023
Q1 		$674K Sell
6,660
-569
-8% -$57.2K 0.58% 28
2022
Q4 		$710K Buy
7,229
+523
+8% +$49.8K 0.61% 26
2022
Q3 		$556K Buy
6,706
+825
+14% +$76K 0.49% 37
2022
Q2 		$514K Buy
5,881
+983
+20% +$92.7K 0.4% 37
2022
Q1 		$504K Buy
4,898
+1,147
+31% +$117K 0.32% 40
2021
Q4 		$397K Buy
3,751
+856
+30% +$88.9K 0.24% 49
2021
Q3 		$283K Buy
2,895
+570
+25% +$58.6K 0.19% 56
2021
Q2 		$238K Buy
+2,325
New +$238K 0.17% 57

Other funds holding XLI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Horizon Financial Services's XLI Position: Q2 2026 in Review

Horizon Financial Services reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.1% in Q2 2026, selling an estimated $34.9K and leaving 18,056 shares worth $3.34M. The position accounts for 1.28% of the portfolio, ranked #20.

Horizon Financial Services first reported a position in XLI in Q2 2021 and has held it in 21 quarters since. The position peaked at $4M in Q3 2025. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Horizon Financial Services held 18,056 shares of State Street Industrial Select Sector SPDR ETF worth $3.34M as of Q2 2026.
  • Horizon Financial Services sold 201 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $34.9K.
  • State Street Industrial Select Sector SPDR ETF made up 1.28% of Horizon Financial Services's portfolio in Q2 2026, its #20 holding.
  • Horizon Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
  • Horizon Financial Services's State Street Industrial Select Sector SPDR ETF position peaked at $4M in Q3 2025.
  • 813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.